CRESCENT WEALTH ADVISORY, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 151156
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.2%
- Corporations / Businesses5.25%
- Other3.97%
- Individuals3.49%
- Pension & Profit Sharing Plans0.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Crescent Wealth Advisory, LLC is an independent registered investment adviser organized as an LLC that serves individual, family and institutional clients. The firm charges fees based on a percentage of assets under management and focuses on portfolio management for individuals and small businesses. In addition to its RIA activities, Crescent Wealth Advisory conducts business as a registered representative of a broker‑dealer and as an insurance broker, and it maintains an affiliation with an insurance company. The adviser does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds35%
- Exchange Traded Equities30%
- Cash & Cash Equivalents20%
- State & Local Bonds10%
- Other5%
Contacts
3 of 5TIMOTHY WYROBEK
FounderCRD 4249286
RYAN BOWKER
Business DevelopmentCRD 7841866
JOHN ENDRISS
Director of Case DesignCRD 1563198
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 200 Galleria Pkwy SE
- Time zone
- ET (UTC-5)
- Office locations
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